Mccarthy & Kroes
Plan context: Mccarthy & Kroes Profit Sharing Plan
EIN 77-0416959 • Santa Barbara, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$7,658,292
2025 Contributions
$202,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $7,658,292 | $202,000 | $22,444iApproximate average salary by contribution assumption: employee only about $561,111 at 4% or $374,074 at 6%; with 50% employer match about $374,074 at 4% or $249,383 at 6%; with 100% employer match about $280,556 at 4% or $187,037 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 9 | $7,658,292 | $202,000 | $22,444iApproximate average salary by contribution assumption: employee only about $561,111 at 4% or $374,074 at 6%; with 50% employer match about $374,074 at 4% or $249,383 at 6%; with 100% employer match about $280,556 at 4% or $187,037 at 6%. |
| 2024 | 1 | 9 | $6,956,945 | $297,195 | $33,022iApproximate average salary by contribution assumption: employee only about $825,542 at 4% or $550,361 at 6%; with 50% employer match about $550,361 at 4% or $366,907 at 6%; with 100% employer match about $412,771 at 4% or $275,181 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 9 | $6,956,945 | $297,195 | $33,022iApproximate average salary by contribution assumption: employee only about $825,542 at 4% or $550,361 at 6%; with 50% employer match about $550,361 at 4% or $366,907 at 6%; with 100% employer match about $412,771 at 4% or $275,181 at 6%. |
| 2023 | 1 | 10 | $6,097,540 | $284,211 | $28,421iApproximate average salary by contribution assumption: employee only about $710,528 at 4% or $473,685 at 6%; with 50% employer match about $473,685 at 4% or $315,790 at 6%; with 100% employer match about $355,264 at 4% or $236,843 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 10 | $6,097,540 | $284,211 | $28,421iApproximate average salary by contribution assumption: employee only about $710,528 at 4% or $473,685 at 6%; with 50% employer match about $473,685 at 4% or $315,790 at 6%; with 100% employer match about $355,264 at 4% or $236,843 at 6%. |
| 2022 | 1 | 10 | $4,827,494 | $241,000 | $24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 10 | $4,827,494 | $241,000 | $24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%. |
| 2021 | 1 | 9 | $5,571,967 | $227,000 | $25,222iApproximate average salary by contribution assumption: employee only about $630,556 at 4% or $420,370 at 6%; with 50% employer match about $420,370 at 4% or $280,247 at 6%; with 100% employer match about $315,278 at 4% or $210,185 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 9 | $5,571,967 | $227,000 | $25,222iApproximate average salary by contribution assumption: employee only about $630,556 at 4% or $420,370 at 6%; with 50% employer match about $420,370 at 4% or $280,247 at 6%; with 100% employer match about $315,278 at 4% or $210,185 at 6%. |
| 2020 | 1 | 9 | $4,647,946 | $202,000 | $22,444iApproximate average salary by contribution assumption: employee only about $561,111 at 4% or $374,074 at 6%; with 50% employer match about $374,074 at 4% or $249,383 at 6%; with 100% employer match about $280,556 at 4% or $187,037 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 9 | $4,647,946 | $202,000 | $22,444iApproximate average salary by contribution assumption: employee only about $561,111 at 4% or $374,074 at 6%; with 50% employer match about $374,074 at 4% or $249,383 at 6%; with 100% employer match about $280,556 at 4% or $187,037 at 6%. |
| 2019 | 1 | 8 | $3,796,978 | $155,345 | $19,418iApproximate average salary by contribution assumption: employee only about $485,453 at 4% or $323,635 at 6%; with 50% employer match about $323,635 at 4% or $215,757 at 6%; with 100% employer match about $242,727 at 4% or $161,818 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 8 | $3,796,978 | $155,345 | $19,418iApproximate average salary by contribution assumption: employee only about $485,453 at 4% or $323,635 at 6%; with 50% employer match about $323,635 at 4% or $215,757 at 6%; with 100% employer match about $242,727 at 4% or $161,818 at 6%. |
| 2018 | 1 | 6 | $2,963,273 | $161,304 | $26,884iApproximate average salary by contribution assumption: employee only about $672,100 at 4% or $448,067 at 6%; with 50% employer match about $448,067 at 4% or $298,711 at 6%; with 100% employer match about $336,050 at 4% or $224,033 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 6 | $2,963,273 | $161,304 | $26,884iApproximate average salary by contribution assumption: employee only about $672,100 at 4% or $448,067 at 6%; with 50% employer match about $448,067 at 4% or $298,711 at 6%; with 100% employer match about $336,050 at 4% or $224,033 at 6%. |
| 2017 | 1 | 7 | $3,061,714 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $3,061,714 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2016 | 1 | 7 | $2,501,864 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $2,501,864 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2015 | 1 | 8 | $2,258,879 | $55,000 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 8 | $2,258,879 | $55,000 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| 2014 | 1 | 8 | $2,327,919 | $61,842 | $7,730iApproximate average salary by contribution assumption: employee only about $193,256 at 4% or $128,838 at 6%; with 50% employer match about $128,838 at 4% or $85,892 at 6%; with 100% employer match about $96,628 at 4% or $64,419 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 8 | $2,327,919 | $61,842 | $7,730iApproximate average salary by contribution assumption: employee only about $193,256 at 4% or $128,838 at 6%; with 50% employer match about $128,838 at 4% or $85,892 at 6%; with 100% employer match about $96,628 at 4% or $64,419 at 6%. |
| 2013 | 1 | 7 | $2,173,972 | $54,350 | $7,764iApproximate average salary by contribution assumption: employee only about $194,107 at 4% or $129,405 at 6%; with 50% employer match about $129,405 at 4% or $86,270 at 6%; with 100% employer match about $97,054 at 4% or $64,702 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $2,173,972 | $54,350 | $7,764iApproximate average salary by contribution assumption: employee only about $194,107 at 4% or $129,405 at 6%; with 50% employer match about $129,405 at 4% or $86,270 at 6%; with 100% employer match about $97,054 at 4% or $64,702 at 6%. |
| 2012 | 1 | 5 | $1,629,193 | $80,242 | $16,048iApproximate average salary by contribution assumption: employee only about $401,210 at 4% or $267,473 at 6%; with 50% employer match about $267,473 at 4% or $178,316 at 6%; with 100% employer match about $200,605 at 4% or $133,737 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 5 | $1,629,193 | $80,242 | $16,048iApproximate average salary by contribution assumption: employee only about $401,210 at 4% or $267,473 at 6%; with 50% employer match about $267,473 at 4% or $178,316 at 6%; with 100% employer match about $200,605 at 4% or $133,737 at 6%. |
| 2011 | 1 | 6 | $1,383,012 | $64,374 | $10,729iApproximate average salary by contribution assumption: employee only about $268,225 at 4% or $178,817 at 6%; with 50% employer match about $178,817 at 4% or $119,211 at 6%; with 100% employer match about $134,113 at 4% or $89,408 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 6 | $1,383,012 | $64,374 | $10,729iApproximate average salary by contribution assumption: employee only about $268,225 at 4% or $178,817 at 6%; with 50% employer match about $178,817 at 4% or $119,211 at 6%; with 100% employer match about $134,113 at 4% or $89,408 at 6%. |
| 2010 | 1 | 6 | $1,426,195 | $64,100 | $10,683iApproximate average salary by contribution assumption: employee only about $267,083 at 4% or $178,056 at 6%; with 50% employer match about $178,056 at 4% or $118,704 at 6%; with 100% employer match about $133,542 at 4% or $89,028 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 6 | $1,426,195 | $64,100 | $10,683iApproximate average salary by contribution assumption: employee only about $267,083 at 4% or $178,056 at 6%; with 50% employer match about $178,056 at 4% or $118,704 at 6%; with 100% employer match about $133,542 at 4% or $89,028 at 6%. |
| 2009 | 1 | 6 | $1,155,256 | $62,400 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 6 | $1,155,256 | $62,400 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| 2008 | 1 | 5 | $866,909 | $50,974 | $10,195iApproximate average salary by contribution assumption: employee only about $254,870 at 4% or $169,913 at 6%; with 50% employer match about $169,913 at 4% or $113,276 at 6%; with 100% employer match about $127,435 at 4% or $84,957 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 5 | $866,909 | $50,974 | $10,195iApproximate average salary by contribution assumption: employee only about $254,870 at 4% or $169,913 at 6%; with 50% employer match about $169,913 at 4% or $113,276 at 6%; with 100% employer match about $127,435 at 4% or $84,957 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Mccarthy & Kroes Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 7 | $1,156,065 | $76,460 | $10,923iApproximate average salary by contribution assumption: employee only about $273,071 at 4% or $182,048 at 6%; with 50% employer match about $182,048 at 4% or $121,365 at 6%; with 100% employer match about $136,536 at 4% or $91,024 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $1,156,065 | $76,460 | $10,923iApproximate average salary by contribution assumption: employee only about $273,071 at 4% or $182,048 at 6%; with 50% employer match about $182,048 at 4% or $121,365 at 6%; with 100% employer match about $136,536 at 4% or $91,024 at 6%. |
| 2005 | 1 | 7 | $1,000,140 | $70,481 | $10,069iApproximate average salary by contribution assumption: employee only about $251,718 at 4% or $167,812 at 6%; with 50% employer match about $167,812 at 4% or $111,875 at 6%; with 100% employer match about $125,859 at 4% or $83,906 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $1,000,140 | $70,481 | $10,069iApproximate average salary by contribution assumption: employee only about $251,718 at 4% or $167,812 at 6%; with 50% employer match about $167,812 at 4% or $111,875 at 6%; with 100% employer match about $125,859 at 4% or $83,906 at 6%. |
| 2004 | 1 | 7 | $879,633 | $73,519 | $10,503iApproximate average salary by contribution assumption: employee only about $262,568 at 4% or $175,045 at 6%; with 50% employer match about $175,045 at 4% or $116,697 at 6%; with 100% employer match about $131,284 at 4% or $87,523 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $879,633 | $73,519 | $10,503iApproximate average salary by contribution assumption: employee only about $262,568 at 4% or $175,045 at 6%; with 50% employer match about $175,045 at 4% or $116,697 at 6%; with 100% employer match about $131,284 at 4% or $87,523 at 6%. |
| 2003 | 1 | 7 | $749,369 | $79,897 | $11,414iApproximate average salary by contribution assumption: employee only about $285,346 at 4% or $190,231 at 6%; with 50% employer match about $190,231 at 4% or $126,821 at 6%; with 100% employer match about $142,673 at 4% or $95,115 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $749,369 | $79,897 | $11,414iApproximate average salary by contribution assumption: employee only about $285,346 at 4% or $190,231 at 6%; with 50% employer match about $190,231 at 4% or $126,821 at 6%; with 100% employer match about $142,673 at 4% or $95,115 at 6%. |
| 2002 | 1 | 6 | $557,235 | $64,680 | $10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 6 | $557,235 | $64,680 | $10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Mccarthy & Kroes Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Mccarthy & Kroes Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 7 | $532,985 | $62,664 | $8,952iApproximate average salary by contribution assumption: employee only about $223,800 at 4% or $149,200 at 6%; with 50% employer match about $149,200 at 4% or $99,467 at 6%; with 100% employer match about $111,900 at 4% or $74,600 at 6%. |
| Mccarthy & Kroes Profit Sharing Plan | - | 7 | $532,985 | $62,664 | $8,952iApproximate average salary by contribution assumption: employee only about $223,800 at 4% or $149,200 at 6%; with 50% employer match about $149,200 at 4% or $99,467 at 6%; with 100% employer match about $111,900 at 4% or $74,600 at 6%. |